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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,025 | $75,962+2.7% | $154,108-49.4% | $64,173+21.6% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | -1.77% | 30.32%-32.1pp | 735.21%-737.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,555 | $3,350+36.0% | $5,298-14.0% | $2,381+91.3% |
| Participant deferral / active EE | $3,581 | $3,175+12.8% | $5,081-29.5% | $3,470+3.2% |
| Admin fee / account holder | $4,128 | $5,589-26.1% | $13,411-69.2% | $4,887-15.5% |